Financial Synergies Wealth Advisors’s McKesson MCK Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-360	Closed	-$205K	–	85
2024 Q4	$205K	Buy	+360	New	+$202K	0.03%	72
2024 Q3	–	Sell	-360	Closed	-$210K	–	78
2024 Q2	$210K	Hold	360	–	–	0.03%	68
2024 Q1	$193K	Hold	360	–	–	0.03%	71
2023 Q4	$135K	Hold	360	–	–	0.02%	76
2023 Q3	$157K	Hold	360	–	–	0.02%	72
2023 Q2	$154K	Hold	360	–	–	0.02%	72
2023 Q1	$128K	Hold	360	–	–	0.02%	75
2022 Q4	$135K	Hold	360	–	–	0.02%	76
2022 Q3	$122K	Hold	360	–	–	0.02%	76
2022 Q2	$117K	Buy	+360	New	+$115K	0.02%	79

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's MCK Position: Q1 2025 in Review

Financial Synergies Wealth Advisors sold out of McKesson (MCK) in Q1 2025, closing a stake of 360 shares — an estimated $205K sold.

Financial Synergies Wealth Advisors first reported a position in MCK in Q2 2022 and held it in 10 quarters. The position peaked at $210K in Q2 2024. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Financial Synergies Wealth Advisors reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 360 McKesson shares in Q1 2025, an estimated $205K.
Financial Synergies Wealth Advisors first reported a position in McKesson in Q2 2022 and held it in 10 quarters.
Financial Synergies Wealth Advisors's McKesson position peaked at $210K in Q2 2024.
1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.